Josiah
Valencia
Bankoh Investment Services, Inc
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About this Advisor
Josiah Valencia is a financial advisor based in Honolulu, Hawaii, working with Bankoh Investment Services, Inc. Josiah has previously held positions at the University Of Hawai, American Savings Bank, and Bankoh Investment Services, Inc. Josiah has passed the Series 66 regulatory exam and is registered to provide services in Hawaii. Currently, Josiah is part of Bankoh Investment Services, Inc, which operates out of Honolulu, Hawaii. The firm has 21 offices and 37 employees. The firm manages assets totaling $343.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Bankoh Investment Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bankoh Investment Services, Inc Brokerage Details
$343,717,362
37
1,202
$285,955
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Josiah Valencia Work History
Bankoh Investment Services, Inc
Bankoh Investment Services, Inc
American Savings Bank
American Savings Bank
University Of Hawai
Disclosures
Please visit the SEC profile of Josiah Valencia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bankoh Advisors
Honolulu, HI
Honolulu, HI
Honolulu, HI
Kapolei, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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